Ullmann Wealth Partners Group, LLC American Centy ETF Tr Avantis Transaction History
Ullmann Wealth Partners Group, LLC
- $840 Million
- Q2 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 120,556 shares of AVLV stock, worth $8.41 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
120,556
Previous 17,543
587.2%
Holding current value
$8.41 Million
Previous $1.14 Million
624.49%
% of portfolio
0.98%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
375Shares Held
79.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.65MShares$673 Million1.18% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$431 Million0.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.75MShares$192 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.28MShares$159 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.03MShares$142 Million0.11% of portfolio